Sigma Planning Corp’s Cardinal Health CAH Stock Holding History

Sigma Planning Corp’s Portfolio CAH Stock Details CAH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.27M	Buy	10,747 +1,286	+14%	+$277K	0.06%	311
2025 Q4	$1.94M	Buy	9,461 +2,810	+42%	+$529K	0.05%	340
2025 Q3	$1.04M	Sell	6,651 -5,087	-43%	-$786K	0.03%	512
2025 Q2	$1.97M	Sell	11,738 -937	-7%	-$139K	0.06%	311
2025 Q1	$1.75M	Buy	12,675 +831	+7%	+$106K	0.06%	316
2024 Q4	$1.4M	Buy	11,844 +413	+4%	+$48.2K	0.04%	376
2024 Q3	$1.26M	Buy	11,431 +1,924	+20%	+$201K	0.04%	419
2024 Q2	$935K	Sell	9,507 -732	-7%	-$74.6K	0.03%	505
2024 Q1	$1.15M	Buy	10,239 +5,461	+114%	+$589K	0.04%	462
2023 Q4	$482K	Sell	4,778 -1,426	-23%	-$141K	0.04%	465
2023 Q3	$539K	Sell	6,204 -64	-1%	-$5.79K	0.02%	685
2023 Q2	$593K	Sell	6,268 -613	-9%	-$51.8K	0.02%	660
2023 Q1	$520K	Buy	6,881 +531	+8%	+$40.1K	0.02%	776
2022 Q4	$488K	Buy	6,350 +520	+9%	+$39.5K	0.02%	770
2022 Q3	$389K	Sell	5,830 -802	-12%	-$50.8K	0.01%	834
2022 Q2	$347K	Sell	6,632 -1,397	-17%	-$79.4K	0.01%	921
2022 Q1	$455K	Buy	8,029 +730	+10%	+$39.1K	0.01%	876
2021 Q4	$376K	Buy	7,299 +287	+4%	+$14.1K	0.01%	972
2021 Q3	$347K	Buy	7,012 +477	+7%	+$25.9K	0.01%	983
2021 Q2	$373K	Buy	6,535 +2,371	+57%	+$139K	0.01%	969
2021 Q1	$253K	Sell	4,164 -2,259	-35%	-$125K	0.01%	1084
2020 Q4	$344K	Sell	6,423 -7,533	-54%	-$391K	0.01%	832
2020 Q3	$655K	Buy	13,956 +6,056	+77%	+$311K	0.03%	520
2020 Q2	$412K	Sell	7,900 -10,616	-57%	-$547K	0.02%	664
2020 Q1	$888K	Sell	18,516 -1,340	-7%	-$69.6K	0.05%	350
2019 Q4	$1M	Sell	19,856 -7,063	-26%	-$365K	0.04%	407
2019 Q3	$1.27M	Buy	26,919 +6,461	+32%	+$295K	0.06%	319
2019 Q2	$964K	Buy	20,458 +2,448	+14%	+$113K	0.05%	348
2019 Q1	$867K	Buy	18,010 +7,160	+66%	+$359K	0.05%	351
2018 Q4	$484K	Buy	10,850 +5,908	+120%	+$308K	0.04%	453
2018 Q3	$267K	Sell	4,942 -3,708	-43%	-$190K	0.02%	748
2018 Q2	$422K	Buy	8,650 +1,256	+17%	+$71.2K	0.03%	508
2018 Q1	$464K	Buy	7,394 +2,250	+44%	+$154K	0.03%	455
2017 Q4	$315K	Sell	5,144 -2,545	-33%	-$157K	0.02%	584
2017 Q3	$515K	Buy	+7,689	New	+$544K	0.04%	418
2016 Q4	–	Sell	-2,976	Closed	-$231K	–	750
2016 Q3	$231K	Buy	2,976 +248	+9%	+$20K	0.03%	599
2016 Q2	$213K	Buy	+2,728	New	+$217K	0.03%	595
2015 Q3	–	Sell	-2,508	Closed	-$210K	–	684
2015 Q2	$210K	Buy	+2,508	New	+$221K	0.03%	608

Other funds holding CAH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Sigma Planning Corp's CAH Position: Q1 2026 in Review

Sigma Planning Corp increased its Cardinal Health (CAH) stake by 14% in Q1 2026, buying an estimated $277K and bringing the position to 10,747 shares worth $2.27M. The position accounts for 0.06% of the portfolio, ranked #311.

Sigma Planning Corp first reported a position in CAH in Q2 2015 and has held it in 38 quarters since. 1,423 funds tracked by Wall St. Rank hold CAH as of Q1 2026.

Sigma Planning Corp held 10,747 shares of Cardinal Health worth $2.27M as of Q1 2026.
Sigma Planning Corp bought 1,286 Cardinal Health shares in Q1 2026, an estimated $277K.
Cardinal Health made up 0.06% of Sigma Planning Corp's portfolio in Q1 2026, its #311 holding.
Sigma Planning Corp first reported a position in Cardinal Health in Q2 2015 and has held it in 38 quarters since.
1,423 funds tracked by Wall St. Rank held Cardinal Health as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.